Getting started guide

Below are the steps to start using your Receptive account:

Check out the Receptive overview video if you need a refresher!

Sign up for The Receptive Launchpad

The Launchpad is a 10 day email series and Ebook for Receptive champions with short, easy lessons on:

  • How to triage and vet your requests to improve efficiency, saving you time and effort.
  • How to set customer expectations. They'll know what's expected of them and provide you with quality feedback.
  • The Receptive reports, and how they can give unique insights into the data you collect.


Quick Account setup

This quick account setup video will walk you through the most important steps you need to know before inviting your teams and/or customers into your Receptive account:

Don't want to give your customers access right now? You'll still set up the integration in order to populate customer data for your teams to use Receptive in the meantime. Skip to 0:43 in the video to learn more. 

Step 1. Integrate with Receptive

Learn more about the Receptive javascript integration

Which products or modules do I need? (1:05)

First, check whether or not you need multi-products / modules, as this will affect your setup. (Customer access to multi-products is granted via the Receptive integration, but you can also manually give customers access to products one at a time through the UI.)

Click here for the four-question quiz to see if you need them and how you should set them up.

Set up products or modules (1:40)

Click here to see how to set up your products / modules.

Send integration instructions to dev team (2:30)

Once you've set up your products / modules, you can send integration instructions to your dev team. Here's a template for you to use. 

Step 2. Set up your Receptive account

Review account settings (2:53)

Upload your logo and review your settings.

Customize your request form using our best practices / suggestions. (3:38) 

Populate recent requests, roadmap, and release log (4:32)

Import the following features:

a. 20+ recent requests - Update the status of these features to "Awaiting feedback".

b. 5+ Released features - Import any recently released features and set the status to "Released" to populate your release log.

c. All features that are currently in progress or on your roadmap - set the status to "Planned" or "Building" to automatically add these onto your What's Coming list

If you're launching immediately, go ahead and invite your teams in now, and once the integration is set up you can expose the link to your customers right away. 

Be sure to send our "How-to" guides to each of your teams as you invite them in.

Then simply continue through the rest of this guide.

Advanced Account setup

Once you've worked through the quick account setup, watch the relevant parts of the advanced account setup video below (times listed below):

Please note that the JIRA add-on and auto-tagging are available on all plans. Get in touch with to purchase additional features. 

Team Permissions (0:58)

JIRA (2:47) / Zendesk (3:21) / Salesforce (3:45)

Auto-Tagging (4:16)

White label email (6:00)

White label domain (6:20)

Team SAML SSO (6:40)

Process planning

Now's the perfect time to start drafting your Product Feedback Policy, especially your process around:

How will people (teams & customers) submit their feedback? 
What happens to it from there?
How often is it reviewed and who by?

Watch the webinar on creating your Product Feedback Policy (first 10 minutes):

Skip to:

  • What a Product Feedback Policy is & why you need one (1:18)
  • Walk through an example Product Feedback Policy (3:00)
  • Where to publish your Product Feedback Policy (8:52)

Use our PFP template here.

Team onboarding

We recommend inviting your entire company into Receptive so you can easily gather demand from each department and use Receptive on behalf of customers. It's good to start with your product team and your customer facing teams so they can start saving time & track customer requests ASAP.

See how to introduce your teams to Receptive (including a template) here

Customer onboarding

You can start talking about Receptive to your customers before your integration is set up, and you can continue promoting Receptive long after you've launched. 

See how to introduce your customers to Receptive here

How to be successful with Receptive

Once you’re all set up, here are some best practices for success.

Get more customer engagement

Watch the webinar "How to get more customer engagement with Receptive":

Learn more about how to get more customer engagement in Receptive.

Get the most out of your reports

Watch the webinar "Use Receptive's reports to supercharge your organization in 2018"

Get everyone excited!

Shout about Receptive in your next few marketing emails to customers & prospects, reminding them to add their requests and update their priorities

Send an engagement email each month.

Set up a calendar reminder to send this out, or add it to your release process.

Involve Sales & Marketing

In order to show prospects that you take feedback seriously (and get your customers excited about Receptive early in their journey) be sure to mention Receptive in your sales discussions and marketing materials. 


Any questions? Email or use the form here.


Have more questions? Submit a request


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